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ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 401k Plan overview

Plan NameELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN
Plan identification number 001

ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ELLWOOD QUALITY STEELS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ELLWOOD QUALITY STEELS COMPANY
Employer identification number (EIN):251482572
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Additional information about ELLWOOD QUALITY STEELS COMPANY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1991-01-01
Company Identification Number: 0009372306
Legal Registered Office Address: PO BOX 790

ELLWOOD CITY
United States of America (USA)
16117

More information about ELLWOOD QUALITY STEELS COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RICHARD R. DAVIS2023-07-21
0012021-01-01RICHARD R. DAVIS2022-07-26
0012020-01-01RICHARD R. DAVIS2021-07-21
0012019-01-01RICHARD R. DAVIS2020-07-22
0012018-01-01RICHARD R. DAVIS2019-07-30
0012017-01-01
0012016-01-01
0012015-01-01RICHARD R. DAVIS
0012014-01-01RICHARD R. DAVIS
0012013-01-01
0012012-01-01BENTRAUM D. HUFFMAN
0012011-01-01BENTRAUM D. HUFFMAN
0012010-01-01LARRY L SYMONS
0012009-01-01LARRY L. SYMONS LYDA FORCE2010-10-13

Financial Data on ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN

Measure Date Value
2022 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$81,116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,096
Total income from all sources (including contributions)2022-12-31$-11,307,982
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,275,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,249,414
Expenses. Certain deemed distributions of participant loans2022-12-31$290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,656,723
Value of total assets at end of year2022-12-31$75,346,468
Value of total assets at beginning of year2022-12-31$97,849,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,855
Total interest from all sources2022-12-31$29,813
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,946,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,946,752
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,587,328
Participant contributions at end of year2022-12-31$784,571
Participant contributions at beginning of year2022-12-31$529,191
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$509,946
Other income not declared elsewhere2022-12-31$56,537
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$1,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,583,541
Value of net assets at end of year (total assets less liabilities)2022-12-31$75,346,468
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$97,848,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$68,975,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$90,627,158
Interest on participant loans2022-12-31$29,813
Value of interest in common/collective trusts at end of year2022-12-31$4,971,457
Value of interest in common/collective trusts at beginning of year2022-12-31$6,021,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,087,719
Net investment gain or loss from common/collective trusts2022-12-31$89,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,559,449
Employer contributions (assets) at end of year2022-12-31$615,168
Employer contributions (assets) at beginning of year2022-12-31$672,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,249,414
Contract administrator fees2022-12-31$24,004
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US LLP
Accountancy firm EIN2022-12-31390859910
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$81,116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,096
Total income from all sources (including contributions)2022-01-01$-11,307,982
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$11,275,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$11,249,414
Expenses. Certain deemed distributions of participant loans2022-01-01$290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$5,656,723
Value of total assets at end of year2022-01-01$75,346,468
Value of total assets at beginning of year2022-01-01$97,849,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$25,855
Total interest from all sources2022-01-01$29,813
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,946,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,946,752
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$5,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,587,328
Participant contributions at end of year2022-01-01$784,571
Participant contributions at beginning of year2022-01-01$529,191
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$509,946
Other income not declared elsewhere2022-01-01$56,537
Liabilities. Value of operating payables at end of year2022-01-01$0
Liabilities. Value of operating payables at beginning of year2022-01-01$1,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-22,583,541
Value of net assets at end of year (total assets less liabilities)2022-01-01$75,346,468
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$97,848,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$1,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$68,975,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$90,627,158
Interest on participant loans2022-01-01$29,813
Value of interest in common/collective trusts at end of year2022-01-01$4,971,457
Value of interest in common/collective trusts at beginning of year2022-01-01$6,021,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-19,087,719
Net investment gain or loss from common/collective trusts2022-01-01$89,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$3,559,449
Employer contributions (assets) at end of year2022-01-01$615,168
Employer contributions (assets) at beginning of year2022-01-01$672,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$11,249,414
Contract administrator fees2022-01-01$24,004
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BAKER TILLY US LLP
Accountancy firm EIN2022-01-01390859910
2021 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,866
Total income from all sources (including contributions)2021-12-31$17,994,216
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,456,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,430,273
Expenses. Certain deemed distributions of participant loans2021-12-31$291
Value of total corrective distributions2021-12-31$1,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,274,731
Value of total assets at end of year2021-12-31$97,849,989
Value of total assets at beginning of year2021-12-31$98,316,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,231
Total interest from all sources2021-12-31$29,329
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,985,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,985,398
Administrative expenses professional fees incurred2021-12-31$1,371
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,460,444
Participant contributions at end of year2021-12-31$529,191
Participant contributions at beginning of year2021-12-31$481,242
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$88,704
Other income not declared elsewhere2021-12-31$62,565
Liabilities. Value of operating payables at end of year2021-12-31$1,096
Liabilities. Value of operating payables at beginning of year2021-12-31$5,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-462,675
Value of net assets at end of year (total assets less liabilities)2021-12-31$97,848,893
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$98,310,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$90,627,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$88,501,080
Interest on participant loans2021-12-31$29,329
Value of interest in common/collective trusts at end of year2021-12-31$6,021,334
Value of interest in common/collective trusts at beginning of year2021-12-31$9,015,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,523,556
Net investment gain or loss from common/collective trusts2021-12-31$118,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,725,583
Employer contributions (assets) at end of year2021-12-31$672,306
Employer contributions (assets) at beginning of year2021-12-31$318,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,430,273
Contract administrator fees2021-12-31$22,725
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US LLP
Accountancy firm EIN2021-12-31390859910
2020 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$469,654
Total transfer of assets from this plan2020-12-31$414,632
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$52,876
Total income from all sources (including contributions)2020-12-31$16,053,368
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,814,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,783,849
Expenses. Certain deemed distributions of participant loans2020-12-31$-10,217
Value of total corrective distributions2020-12-31$5,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,078,855
Value of total assets at end of year2020-12-31$98,316,110
Value of total assets at beginning of year2020-12-31$95,069,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,276
Total interest from all sources2020-12-31$32,540
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,153,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,153,015
Administrative expenses professional fees incurred2020-12-31$7,635
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,410,938
Participant contributions at end of year2020-12-31$481,242
Participant contributions at beginning of year2020-12-31$747,483
Other income not declared elsewhere2020-12-31$45,781
Liabilities. Value of operating payables at end of year2020-12-31$5,866
Liabilities. Value of operating payables at beginning of year2020-12-31$52,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,238,594
Value of net assets at end of year (total assets less liabilities)2020-12-31$98,310,244
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$95,016,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$5,066
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$88,501,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$90,236,807
Interest on participant loans2020-12-31$32,540
Value of interest in common/collective trusts at end of year2020-12-31$9,015,206
Value of interest in common/collective trusts at beginning of year2020-12-31$3,813,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,568,241
Net investment gain or loss from common/collective trusts2020-12-31$174,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,667,917
Employer contributions (assets) at end of year2020-12-31$318,582
Employer contributions (assets) at beginning of year2020-12-31$271,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,783,849
Contract administrator fees2020-12-31$22,575
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2020-12-31550486667
2019 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$79,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$52,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,866,966
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,898,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,819,290
Expenses. Certain deemed distributions of participant loans2019-12-31$589
Value of total corrective distributions2019-12-31$52,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,404,261
Value of total assets at end of year2019-12-31$95,069,504
Value of total assets at beginning of year2019-12-31$81,968,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,373
Total interest from all sources2019-12-31$46,515
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,392,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,392,661
Administrative expenses professional fees incurred2019-12-31$14,231
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,216,796
Participant contributions at end of year2019-12-31$747,483
Participant contributions at beginning of year2019-12-31$864,883
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$322,059
Other income not declared elsewhere2019-12-31$15,195
Liabilities. Value of operating payables at end of year2019-12-31$52,876
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,968,838
Value of net assets at end of year (total assets less liabilities)2019-12-31$95,016,628
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$81,968,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$6,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$90,236,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$75,236,369
Interest on participant loans2019-12-31$46,515
Value of interest in common/collective trusts at end of year2019-12-31$3,813,759
Value of interest in common/collective trusts at beginning of year2019-12-31$5,530,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,913,486
Net investment gain or loss from common/collective trusts2019-12-31$94,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,865,406
Employer contributions (assets) at end of year2019-12-31$271,455
Employer contributions (assets) at beginning of year2019-12-31$336,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,819,290
Contract administrator fees2019-12-31$5,085
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2019-12-31550486667
2018 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$24,170
Total transfer of assets from this plan2018-12-31$854,454
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,038,093
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,446,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,426,280
Expenses. Certain deemed distributions of participant loans2018-12-31$591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,436,030
Value of total assets at end of year2018-12-31$81,968,283
Value of total assets at beginning of year2018-12-31$89,283,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,015
Total interest from all sources2018-12-31$47,117
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,224,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,224,849
Administrative expenses professional fees incurred2018-12-31$7,350
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$966,399
Participant contributions at end of year2018-12-31$864,883
Participant contributions at beginning of year2018-12-31$1,008,885
Other income not declared elsewhere2018-12-31$29,744
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,484,979
Value of net assets at end of year (total assets less liabilities)2018-12-31$81,968,283
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$89,283,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$10,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$75,236,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$83,158,023
Interest on participant loans2018-12-31$47,117
Value of interest in common/collective trusts at end of year2018-12-31$5,530,149
Value of interest in common/collective trusts at beginning of year2018-12-31$4,585,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,854,713
Net investment gain or loss from common/collective trusts2018-12-31$78,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,469,631
Employer contributions (assets) at end of year2018-12-31$336,882
Employer contributions (assets) at beginning of year2018-12-31$530,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,426,280
Contract administrator fees2018-12-31$2,601
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2018-12-31550486667
2017 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$162,100
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$34,803
Total income from all sources (including contributions)2017-12-31$16,864,036
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,835,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,825,898
Expenses. Certain deemed distributions of participant loans2017-12-31$586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,614,305
Value of total assets at end of year2017-12-31$89,283,546
Value of total assets at beginning of year2017-12-31$77,127,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,655
Total interest from all sources2017-12-31$43,246
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,546,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,546,502
Administrative expenses professional fees incurred2017-12-31$1,241
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$874,499
Participant contributions at end of year2017-12-31$1,008,885
Participant contributions at beginning of year2017-12-31$805,966
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$196,759
Other income not declared elsewhere2017-12-31$815
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$34,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,028,897
Value of net assets at end of year (total assets less liabilities)2017-12-31$89,283,546
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$77,092,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$83,158,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$68,092,476
Interest on participant loans2017-12-31$43,246
Value of interest in common/collective trusts at end of year2017-12-31$4,585,854
Value of interest in common/collective trusts at beginning of year2017-12-31$7,846,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,553,843
Net investment gain or loss from common/collective trusts2017-12-31$105,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,543,047
Employer contributions (assets) at end of year2017-12-31$530,784
Employer contributions (assets) at beginning of year2017-12-31$382,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,825,898
Contract administrator fees2017-12-31$1,527
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2017-12-31550486667
2016 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$34,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,877,171
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,548,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,480,506
Expenses. Certain deemed distributions of participant loans2016-12-31$19,153
Value of total corrective distributions2016-12-31$34,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,766,921
Value of total assets at end of year2016-12-31$77,127,352
Value of total assets at beginning of year2016-12-31$72,763,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,724
Total interest from all sources2016-12-31$37,262
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,422,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,422,927
Administrative expenses professional fees incurred2016-12-31$1,254
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$850,820
Participant contributions at end of year2016-12-31$805,966
Participant contributions at beginning of year2016-12-31$662,979
Other income not declared elsewhere2016-12-31$7,255
Liabilities. Value of operating payables at end of year2016-12-31$34,803
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,328,985
Value of net assets at end of year (total assets less liabilities)2016-12-31$77,092,549
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$72,763,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$68,092,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$66,359,874
Interest on participant loans2016-12-31$37,262
Value of interest in common/collective trusts at end of year2016-12-31$7,846,666
Value of interest in common/collective trusts at beginning of year2016-12-31$5,490,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,530,265
Net investment gain or loss from common/collective trusts2016-12-31$112,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,916,101
Employer contributions (assets) at end of year2016-12-31$382,244
Employer contributions (assets) at beginning of year2016-12-31$250,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,480,506
Contract administrator fees2016-12-31$1,260
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2016-12-31550486667
2015 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,151,869
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,642,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,509,790
Expenses. Certain deemed distributions of participant loans2015-12-31$119,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,509,017
Value of total assets at end of year2015-12-31$72,763,564
Value of total assets at beginning of year2015-12-31$75,254,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,385
Total interest from all sources2015-12-31$27,775
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,322,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,322,769
Administrative expenses professional fees incurred2015-12-31$890
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$744,044
Participant contributions at end of year2015-12-31$662,979
Participant contributions at beginning of year2015-12-31$718,312
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$96,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,490,723
Value of net assets at end of year (total assets less liabilities)2015-12-31$72,763,564
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$75,254,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,995
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$66,359,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$69,311,324
Income. Interest from loans (other than to participants)2015-12-31$27,775
Value of interest in common/collective trusts at end of year2015-12-31$5,490,142
Value of interest in common/collective trusts at beginning of year2015-12-31$4,464,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,647,342
Net investment gain or loss from common/collective trusts2015-12-31$-60,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,668,909
Employer contributions (assets) at end of year2015-12-31$250,569
Employer contributions (assets) at beginning of year2015-12-31$760,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,509,790
Contract administrator fees2015-12-31$1,500
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$116,900
Total transfer of assets from this plan2014-12-31$239,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,203,091
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,865,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,858,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,052,946
Value of total assets at end of year2014-12-31$75,254,005
Value of total assets at beginning of year2014-12-31$68,038,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,246
Total interest from all sources2014-12-31$6,650
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,613,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,613,550
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$694,252
Participant contributions at end of year2014-12-31$718,312
Participant contributions at beginning of year2014-12-31$644,456
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$112,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,337,647
Value of net assets at end of year (total assets less liabilities)2014-12-31$75,254,005
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$68,038,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$5,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$69,311,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$63,002,926
Interest on participant loans2014-12-31$6,650
Value of interest in common/collective trusts at end of year2014-12-31$4,464,031
Value of interest in common/collective trusts at beginning of year2014-12-31$3,690,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,516,808
Net investment gain or loss from common/collective trusts2014-12-31$13,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,246,488
Employer contributions (assets) at end of year2014-12-31$760,338
Employer contributions (assets) at beginning of year2014-12-31$700,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,858,198
Contract administrator fees2014-12-31$1,300
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$15,241,647
Total of all expenses incurred2013-12-31$3,462,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,445,324
Value of total corrective distributions2013-12-31$9,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,504,182
Value of total assets at end of year2013-12-31$68,038,514
Value of total assets at beginning of year2013-12-31$56,259,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,352
Total interest from all sources2013-12-31$27,819
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,187,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,187,759
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$687,577
Participant contributions at end of year2013-12-31$644,456
Participant contributions at beginning of year2013-12-31$677,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,779,236
Value of net assets at end of year (total assets less liabilities)2013-12-31$68,038,514
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$56,259,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,252
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$63,002,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$49,327,096
Interest on participant loans2013-12-31$27,819
Value of interest in common/collective trusts at end of year2013-12-31$3,690,470
Value of interest in common/collective trusts at beginning of year2013-12-31$5,744,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,707,095
Net investment gain or loss from common/collective trusts2013-12-31$-185,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,816,605
Employer contributions (assets) at end of year2013-12-31$700,662
Employer contributions (assets) at beginning of year2013-12-31$510,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,445,324
Contract administrator fees2013-12-31$1,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$10,169,189
Total of all expenses incurred2012-12-31$4,970,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,966,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,660,453
Value of total assets at end of year2012-12-31$56,259,278
Value of total assets at beginning of year2012-12-31$51,060,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,359
Total interest from all sources2012-12-31$24,959
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,506,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,506,041
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$720,301
Participant contributions at end of year2012-12-31$677,223
Participant contributions at beginning of year2012-12-31$453,855
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,065
Administrative expenses (other) incurred2012-12-31$743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,198,507
Value of net assets at end of year (total assets less liabilities)2012-12-31$56,259,278
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,060,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$3,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$49,327,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$43,986,962
Interest on participant loans2012-12-31$24,959
Value of interest in common/collective trusts at end of year2012-12-31$5,744,630
Value of interest in common/collective trusts at beginning of year2012-12-31$5,816,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,943,809
Net investment gain or loss from common/collective trusts2012-12-31$33,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,938,087
Employer contributions (assets) at end of year2012-12-31$510,329
Employer contributions (assets) at beginning of year2012-12-31$803,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,966,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALPERN ROSENTHAL
Accountancy firm EIN2012-12-31251724342
2011 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$39,409
Total income from all sources (including contributions)2011-12-31$3,769,057
Total of all expenses incurred2011-12-31$1,856,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,856,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,963,399
Value of total assets at end of year2011-12-31$51,060,771
Value of total assets at beginning of year2011-12-31$49,109,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$827
Total interest from all sources2011-12-31$23,682
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,292,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,292,105
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$694,777
Participant contributions at end of year2011-12-31$453,855
Participant contributions at beginning of year2011-12-31$501,409
Administrative expenses (other) incurred2011-12-31$827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,912,122
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,060,771
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$49,109,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$43,986,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$43,539,275
Interest on participant loans2011-12-31$23,682
Value of interest in common/collective trusts at end of year2011-12-31$5,816,696
Value of interest in common/collective trusts at beginning of year2011-12-31$4,285,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,558,102
Net investment gain or loss from common/collective trusts2011-12-31$47,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,268,622
Employer contributions (assets) at end of year2011-12-31$803,258
Employer contributions (assets) at beginning of year2011-12-31$783,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,856,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALPERN ROSENTHAL
Accountancy firm EIN2011-12-31251724342
2010 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$88,302
Total income from all sources (including contributions)2010-12-31$9,222,767
Total of all expenses incurred2010-12-31$3,017,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,016,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,737,573
Value of total assets at end of year2010-12-31$49,109,240
Value of total assets at beginning of year2010-12-31$42,815,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,538
Total interest from all sources2010-12-31$28,941
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$801,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$801,233
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$608,450
Participant contributions at end of year2010-12-31$501,409
Participant contributions at beginning of year2010-12-31$487,516
Administrative expenses (other) incurred2010-12-31$1,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,205,228
Value of net assets at end of year (total assets less liabilities)2010-12-31$49,109,240
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,815,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$43,539,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$38,902,761
Interest on participant loans2010-12-31$28,941
Value of interest in common/collective trusts at end of year2010-12-31$4,285,123
Value of interest in common/collective trusts at beginning of year2010-12-31$2,865,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,458,152
Net investment gain or loss from common/collective trusts2010-12-31$196,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,129,123
Employer contributions (assets) at end of year2010-12-31$783,433
Employer contributions (assets) at beginning of year2010-12-31$559,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,016,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALPERN ROSENTHAL
Accountancy firm EIN2010-12-31251724342
2009 : ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN

2022: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ELLWOOD QUALITY STEELS COMPANY 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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